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17605 Wright St, Omaha, NE 68130 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2024-08-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Orion Portfolio Solutions | Omaha | NE | 02/2022 | Present |
| Constructconnnect | Cincinnati | OH | 01/2019 | 02/2022 |
| Village Green Property Management | Cincinnati | OH | 02/2018 | 01/2019 |
| Cincinnati Reds | Cincinnati | OH | 12/2015 | 10/2018 |
| Northern Kentucky University | Highland Heights | KY | 08/2012 | 02/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-28 |
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